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Bruce G. Allen Investments’s Intuit INTU Stock Holding History

Bruce G. Allen Investments’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.1K Buy
139
+59
+74% +$28.1K 0.04% 228
2025
Q4 		$53K Buy
80
+71
+789% +$46.9K 0.04% 244
2025
Q3 		$6.15K Hold
9
– – ﹤0.01% 527
2025
Q2 		$7.09K Hold
9
– – 0.01% 519
2025
Q1 		$5.53K Hold
9
– – ﹤0.01% 551
2024
Q4 		$5.66K Hold
9
– – ﹤0.01% 563
2024
Q3 		$5.59K Hold
9
– – ﹤0.01% 558
2024
Q2 		$5.92K Sell
9
-6
-40% -$3.72K 0.01% 542
2024
Q1 		$9.75K Hold
15
– – 0.01% 477
2023
Q4 		$9.38K Buy
+15
New +$8.27K 0.01% 486

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bruce G. Allen Investments's INTU Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Intuit (INTU) stake by 74% in Q1 2026, buying an estimated $28.1K and bringing the position to 139 shares worth $60.1K. The position accounts for 0.04% of the portfolio, ranked #228.

Bruce G. Allen Investments first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Bruce G. Allen Investments held 139 shares of Intuit worth $60.1K as of Q1 2026.
  • Bruce G. Allen Investments bought 59 Intuit shares in Q1 2026, an estimated $28.1K.
  • Intuit made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #228 holding.
  • Bruce G. Allen Investments first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.